ARTISAN PARTNERS LIMITED PARTNERSHIP
875 E WISCONSIN AVE, MILWAUKEE, Wisconsin, 53202, (414) 390-6100
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 373 |
| New Positions | 32 |
| Increased Positions | 201 |
| Decreased Positions | 172 |
| Positions with Activity | 373 |
| Sold Out Positions | 30 |
| Total Mkt Value (in $ millions) |
48,591 |
Sector Weighting
| Basic Materials | 2% |
| Capital Goods | 6.69% |
| Conglomerates | 0.01% |
| Consumer Cyclical | 5.15% |
| Consumer/Non-Cyclical | 2.49% |
| Energy | 9.27% |
| Financial | 18.79% |
| Healthcare | 8.79% |
| Services | 14.7% |
| Technology | 29.7% |
| Transportation | 2.12% |
| Utilities | 0.26% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
373 Positions as of 03/31/2013
| Company | Class |
Value of Shares ($1,000s) | Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| HDFC BANK LTD | ADR REPS 3 SHS | 89,427 | 6,251 | 7.52 | 2,128,711 |
| CACI INTL INC | CL A | 68,062 | -1,984 | (2.83) | 1,060,150 |
| COMCAST CORP NEW | CL A | 1,445 | 482 | 50.12 | 34,210 |
| COPA HOLDINGS SA | CL A | -27,734 | Sold Out | 0 | |
| DREAMWORKS ANIMATION SKG INC | CL A | 71,102 | 407 | .58 | 3,233,400 |
| FACEBOOK INC | CL A | 22,151 | 3,198 | 16.88 | 863,231 |
| FIDELITY NATIONAL FINANCIAL IN | CL A | 18,883 | -160,753 | (89.49) | 740,520 |
| GOOGLE INC | CL A | 491,458 | -24,836 | (4.81) | 541,868 |
| IHS INC | CL A | 528,435 | 29,534 | 5.92 | 5,069,891 |
| INGRAM MICRO INC | CL A | 254,736 | -3,144 | (1.22) | 13,791,859 |
| INTERSIL CORP | CL A | 51,236 | -1,516 | (2.87) | 6,325,400 |
| LEXMARK INTL NEW | CL A | 240,865 | -4,222 | (1.72) | 7,644,085 |
| MANTECH INTL CORP | CL A | -17,398 | Sold Out | 0 | |
| MASTERCARD INC | CL A | 336,451 | 33,895 | 11.20 | 575,277 |
| MATTHEWS INTL CORP | CL A | 76,418 | -2,304 | (2.93) | 1,986,429 |
| RALPH LAUREN CORP | CL A | 394,105 | 72,182 | 22.42 | 2,079,049 |
| SCHNITZER STL INDS | CL A | 50,050 | 5,615 | 12.64 | 1,861,300 |
| SKECHERS U S A INC | CL A | 41,432 | -4,218 | (9.24) | 1,938,800 |
| TOWERS WATSON & CO | CL A | 348,481 | -3,274 | (0.93) | 4,406,135 |
| UNDER ARMOUR INC | CL A | 164,209 | 50,000 | 43.78 | 2,553,800 |
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